Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,063 | $101,063-50.5% | $81,473-38.6% | $147,585-66.1% |
| Participation rate | 38.5% | 74.5%-36.0pp | 68.0%-29.5pp | 82.8%-44.4pp |
| Annual return | 11.71% | 32.41%-20.7pp | 38.78%-27.1pp | 578.58%-566.9pp |
| Employer contribution / active EE | $638 | $3,206-80.1% | $2,568-75.1% | $4,876-86.9% |
| Participant deferral / active EE | $1,825 | $4,242-57.0% | $3,537-48.4% | $5,439-66.5% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,886-99.8% |